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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,378 | $92,766+33.0% | $82,763+49.1% | $134,545-8.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.45% | 946.97%-963.4pp | 702.45%-718.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $5,969 | $3,273+82.4% | $3,008+98.4% | $4,742+25.9% |
| Participant deferral / active EE | $7,983 | $4,802+66.2% | $4,395+81.6% | $6,401+24.7% |
| Admin fee / account holder | $1,256 | $5,978-79.0% | $5,325-76.4% | $11,431-89.0% |